Jabil Inc.JBL
NYSE•Technology•Electronic Components
Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide. It operates in three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The company offers electronic hardware, and embedded software design services for analog, digital, radio frequency, power, sensor, and optical component applications; creates, develops, and connects concepts and specifications that optimize the function, value, and appearance of products for both consumers and manufacturing partners; design of plastic and metal components, enclosures, sub-assemblies, and systems, with advanced modeling and analysis of electronic, electro-mechanical, and optical assemblies; detail design, environmental applications, thermal and tooling management; develop solutions for virtual and/or augmented reality, light detection and ranging, 3D sensing, projection, and imaging; delivering PCBA design with CAD tools; and electrical and mechanical assemblies. The company also offers cloud data center server platforms; medical and consumer health devices; automotive assemblies; a digital commerce ecosystem; and smart controls and security for digital building and utilities. In addition, the company offers systems assembly, test, direct-order fulfillment, and configure-to-order services. It serves 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility industries. The company was formerly known as Jabil Circuit, Inc. Jabil Inc. was founded in 1966 and is based in Saint Petersburg, Florida.
Jabil Inc. (JBL) reported trailing twelve months revenue of $32.67B as of February 2026, a 19.0% increase year-over-year. Quarterly revenue reached $8.28B, reflecting continued top-line momentum.
Jabil Inc. generated $809.00M in TTM net income, with quarterly EBITDA of $569.00M. The operating margin expanded from 4.4% to 4.7%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (4.7%) and net margin (2.7%) indicates tight cost control with minimal non-operating drag. Net margin has improved from 1.7% a year ago, signaling stronger bottom-line efficiency.
JBL trades at a P/E of 34.7x (a premium multiple) and a P/S of 0.9x. The price-to-book ratio of 20.8x indicates a significant premium over book value.
The company generated $603.00M in free cash flow over the trailing twelve months, a 18.5% increase year-over-year, indicating strong cash generation ability. The balance sheet shows $20.63B in total assets with $3.38B in long-term debt against $1.35B in stockholders equity for a debt-to-equity ratio of 2.5, a relatively leveraged position. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are positive at ~4.8% on average, but show some variability — pricing power may be sensitive to market conditions.
Consistently high ROE averaging 57.4% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue shows resilience with 4 of 7 quarters posting growth — demand is generally stable but has seen some soft patches.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~5.0% — no sign of cost or pricing stress.
FCF covers net income by 3.9x on average — earnings are well-supported by cash generation.
D/E ratio of 2.5 is elevated and rising. Monitor for further debt accumulation.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Shares decreased 11.6% — net buybacks are reducing shares outstanding and boosting per-share value.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation